Position in VTR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$316,999
+$272,351 QoQ
Shares Held
3,570
+518.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#634
of 941 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Ascentis Wealth Management, LLC holds $361,044 across 3 REIT - Healthcare Facilities names. VTR ranks #1 (87.8% of the industry book) .
All Filings in VTR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,999 | 3,570 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $44,648 | 577 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||